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Casebook PBC

Sales Development Representative

Casebook PBC

. Provide a world-class experience for Casebook's prospective customers .

Posted 10/30/2026full-timeRemote • United StatesMid-LevelSenior💰 $45,000 - $55,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in outbound sales strategies, utilizing automated sales tools to drive lead generation and conversion. Strong communication and organizational skills are essential for engaging with prospective customers and achieving revenue goals.

Highest-signal resume keywords
Outbound Sales ExperienceAutomated Sales ToolsLead GenerationCommunication SkillsTime Management

ATS Keywords

Tailor your resume
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Outbound SalesLead GenerationCRM ManagementProspectingSales Strategy
Soft Skills
Excellent ListeningInterpersonal SkillsOrganizedDetail-OrientedCollaborative
Tools & Technologies
HubSpotNooksZoomInfoGovSpend
Industry Keywords
Human Services OrganizationsCustomer ProfileRevenue GoalsDemonstrationsSales Pipeline

Tech Stack

Tools & technologies
VoIP

About the role

Key responsibilities & impact
  • Provide a world-class experience for Casebook's prospective customers
  • Identify and make outreach to organizations that meet Casebook's ideal customer profile
  • Design and execute a prospecting plan supporting the Software Account Executive team and company revenue goals
  • Follow up on leads generated from campaigns, conferences, and referrals
  • Schedule demonstrations for qualified leads and create new CRM records with detailed discovery notes
  • Collaborate with Marketing, Pre-Sales, Product, and Customer Success teams to maximize lead generation and conversion
  • Meet and exceed achievable weekly outreach and meeting goals
  • Travel occasionally, approximately 15%, for company events, conferences, or team meetings
  • Identify and engage human services organizations, start meaningful conversations, and set up demonstrations
  • Report to the Head of Sales and help build the pipeline driving company revenue goals

Requirements

What you’ll need
  • College degree or equivalent professional work experience required
  • Proven outbound sales experience sourcing opportunities with a minimum ARR of $10k
  • Experience with automated/AI outbound sales tools such as HubSpot, Nooks, ZoomInfo, or GovSpend
  • Comfortable communicating with new people by phone, email, and video
  • Access to a high-speed internet connection (25 Mbps minimum) for video and VoIP calls
  • Access to a professional, distraction-free remote workspace
  • Excellent listening, communication, and interpersonal skills
  • Organized and detail-oriented with strong time management skills
  • Fluent in spoken and written English
  • Coachable, collaborative, and eager to learn
  • Legally authorized to work in the United States

Benefits

Comp & perks
  • Competitive salary and benefits package
  • Professional growth opportunities
  • The chance to make a real difference by supporting those who help others
  • Uncapped commissions
  • Equity
  • Remote work arrangement
  • Company events, conferences, or team meetings